JDM Financial Group’s iShares US Technology ETF IYW Stock Holding History

JDM Financial Group’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.2K	Hold	151	–	–	0.01%	125
2026 Q1	$27.4K	Hold	151	–	–	0.01%	129
2025 Q4	$30.2K	Hold	151	–	–	0.01%	125
2025 Q3	$29.6K	Hold	151	–	–	0.01%	120
2025 Q2	$26.2K	Hold	151	–	–	0.01%	120
2025 Q1	$21.2K	Hold	151	–	–	0.01%	122
2024 Q4	$24.1K	Hold	151	–	–	0.01%	121
2024 Q3	$22.9K	Hold	151	–	–	0.01%	117
2024 Q2	$22.8K	Hold	151	–	–	0.02%	107
2024 Q1	$20.4K	Hold	151	–	–	0.01%	103
2023 Q4	$18.6K	Hold	151	–	–	0.02%	102
2023 Q3	$15.9K	Hold	151	–	–	0.01%	105
2023 Q2	$16.5K	Hold	151	–	–	0.01%	107
2023 Q1	$14K	Hold	151	–	–	0.01%	119
2022 Q4	$11.3K	Buy	+151	New	+$11.6K	0.01%	124

Other funds holding IYW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JDM Financial Group's IYW Position: Q2 2026 in Review

JDM Financial Group held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 151 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #125.

JDM Financial Group first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 1,296 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

JDM Financial Group held 151 shares of iShares US Technology ETF worth $38.2K as of Q2 2026.
JDM Financial Group left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #125 holding.
JDM Financial Group first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
1,296 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.